Long Equity

🔱 The investment strategy of Terry Smith

⚜️The luxury checklist

❄️ Just released: How HVAC's coolest operator became a cash machine

📐 Insights from linear compounders

I was recently looking at McDonald's and it's hard not to be impressed by its share price chart - see below. Over the last 20 years, they've grown their share price at an annualised rate of 12% per year. Equally impressive is the linearity

📱Just released: Report into a high-ROC compounder competing with NVIDIA

🕒 The Dev Kantesaria investment playbook

🇮🇳 Eleven Indian Stocks To Keep An Eye On

🚢 Steady FCF yields

After spending 11 days cruising recently through Scandinavia and the Baltics, one thing stood out beyond the stunning coastlines and crisp northern air. It was how remarkably steady the ship felt, even in open water. It reminded me of something investors often chase - not the flashiest or fastest journey,

☀️ Global Compounders Database: June update

The Global Compounders Database has just been updated for June. You can find the download link here: link New additions to the database I hope you've been enjoying the country specific deep dives. I'm currently working on India and Japan. The benefit of searching country by

🪐 Insights from recent 13F filings

It was recently 13F filing season. This occurs once every quarter, when large funds disclose their US listed positions. There are eight funds that I always take a look at. Each fund pursues a concentrated, low-turnover strategy focused on quality growth investing. The funds are (in order of my own

🇵🇱 Just released: Research Report into Poland’s Highest Quality Companies

🏅 Three FCF compounders with high FCF yields

I've been working on a new stock market screen that highlights companies with high and predictable FCF per share growth (greater than 15% annually over the past decade, with a R² above 0.95) alongside high FCF yields - suggesting potential undervaluation. This combination signals businesses not only